Trust and Estate Paralegal Job at Robert Half (San Jose)

Trust and Estate Administration Paralegal

Our client, a leading Elder Law Firm located in Cherry Creek is seeking a 2 plus...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 years of experience of working in a professional services environment
Strong and professional client relations skills
Strong computer skills including Microsoft Word, Excel, Outlook and digital documents
Exceptional skills for project/case organization and attention to detail
At least 2 years of paralegal or comparable experience in a legal or services setting
Background supporting trust and estate administration, probate, estate planning, or related transactional legal work
Strong ability to build client relationships and communicate effectively with attorneys and external contacts
Proficiency with Microsoft Word, Excel, Outlook, and digital document management tools
Excellent organizational skills with the ability to manage deadlines, priorities, and detailed case materials
High level of accuracy, discretion, and attention to detail when handling sensitive legal and financial information

Job Responsibility

Drafting legal documents documents and correspondence
Draft court filings and other government filings (IRS and Secretary of State)
Gathering and reviewing documentation from clients and third parties to determine tasks of administration and case priorities
Asset and creditor evaluation and analysis
Perform and assist in tasks for funding trusts and entities, including titling and retitling of assets
Attorney/Client meetings and communication, including with other professionals and advisors
Assist in preparation of 706/709 Estate and Gift tax returns
Draft other legal documents, such as Estate Planning documents, Entity formation and operations documents, pre/post martial planning documents
Providing support to and working with a senior paralegal
Performing general file management, including file (physical and digital) creation, routine maintenance and closure

What we offer

health insurance
dental insurance
vision insurance
401k
life and disability insurance
PTO
HSA
FSA
FMLA
paid holidays

Fulltime

Trust & Estate Paralegal

Robert Half Legal is partnering with an established legal team in Westlake Villa...

Location

United States , Westlake Village

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 2 years of experience in trust administration and probate work
Demonstrated experience preparing and filing Form 706 and relevant legal documents
Superior organizational skills and keen attention to detail
Ability to excel in a small, collaborative work environment
Proven capacity to manage multiple cases and effectively prioritize tasks
Strong written and verbal communication skills for effective client and team interaction
Proficiency in legal case tracking and management systems

Job Responsibility

Oversee trust administration and probate cases, ensuring the timely and accurate completion of all required tasks
Prepare and file essential legal documents, including Form 706, supporting post-death trust administration
Track active cases to ensure progress, meet deadlines, and avoid stagnation
Collaborate closely with team members to streamline case management and reduce stress for clients
Maintain detailed records for all open cases, ensuring compliance with legal requirements and tracking important updates
Meet billable hour requirements and contribute to the operational goals of the firm
Communicate clearly and professionally with clients and stakeholders providing updates and resolving inquiries
Assist in maintaining a positive, organized workflow within a small office setting
Support the management of the firm’s trust and estate matters, including approximately 200 active cases
Work alongside the principal and support staff to achieve firm-wide objectives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Trust & Estate Paralegal

Beacon Hill is actively seeking an experienced Trust & Estate Paralegal for a to...

Location

United States , Charlotte

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Preparing and reviewing trust resolutions and annual accountings, estate tax returns, and gift tax returns
Interviewing clients, gathering facts, saving, and retrieving matter information
Preparing and reconciling detailed accounting records
Bookkeeping/accounting, editing, proofing, and researching are highly desirable
Bachelor's degree or equivalent combination of experience and education required
Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns
Strong MS Word, Excel, and PowerPoint skills

What we offer

competitive pay and benefits

Fulltime

Trust & Estate Paralegal

Beacon Hill is actively seeking an experienced Trust & Estate Paralegal for a to...

Location

United States , Charlotte

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Preparing and reviewing trust resolutions and annual accountings, estate tax returns, and gift tax returns
Interviewing clients, gathering facts, saving, and retrieving matter information
Preparing and reconciling detailed accounting records
Bookkeeping/accounting, editing, proofing, and researching are highly desirable
Bachelor's degree or equivalent combination of experience and education required
Prior experience in estate administration required, including experience with the preparation of complex federal estate and gift tax returns
Strong MS Word, Excel, and PowerPoint skills

What we offer

competitive pay and benefits

Fulltime

Estate and Probate Paralegal

A full service law firm seeks an Estate and Probate Paralegal for their Tampa of...

Location

United States , Tampa

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Must have bachelor's degree or comparable experience
Must have a minimum of five years of law firm administrative experience, preferably ten or more as a probate paralegal
Working knowledge of Microsoft Office, including extensive knowledge of Outlook, Word, Excel and experience working with law firm case management and billing software required
Ability to work efficiently and effectively under pressure and time constraints
Ability to effectively balance assignments and workflow
Ability to multitask and handle multiple responsibilities and high volume is crucial
Strong attention to detail, initiative, and follow-through required
Effective oral and written communication skills, including the ability to clearly express thoughts to others and exchange information
Establish and maintain effective working relationships with employees, other departments, vendors, and the public
Significant client facing experience

Job Responsibility

Prepare and maintain probate files
Draft, revise, and file probate documents such as petitions, orders, inventories, and accountings
Ensure all probate documents are filed with the court on time and track deadlines
Monitor probate proceedings and update attorneys accordingly
Maintain current knowledge of the rules of procedure governing probate courts, including the procedures to file pleadings with different courts in compliance with individual court requirements across multiple jurisdictions
Handle written and oral correspondence with clients, attorneys, and court personnel
Prepare IRS forms including federal Estate and Gift Tax returns (IRS Form 706 US. Estate (and Generation-Skipping Transfer) Tax Returns, Form 709 and Form 1023 (Application for Tax-Exempt Status) and related documents
Work closely with clients to answer general questions regarding status of administration and related assets
Prepare various corporate documents, including formation of various business and family entities (corporations, limited liability companies, and partnerships), transfers to and from such entities, transfer of ownership interests to various trusts, and drafting resolutions, and maintaining equity or stock ledgers
Preparation of deeds and other real estate related documents

Fulltime

Trusts and Estate Planning Paralegal

Atlanta law firm is seeking a Paralegal with two plus years of experience in Tru...

Location

United States , Atlanta

Salary:

70000.00 - 85000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Two plus years of experience in Trust and Estate Planning law
Strong attention to detail
Ability to prioritize and multitask
Excellent interpersonal skills

Job Responsibility

Opening new client matters, obtaining information from clients and drafting engagement letters
Communicating with clients and helping them with questions
Drafting, proofing and editing legal correspondence, wills, trusts, POAs, advanced directives and other related documents
Preparing signature pages and serving as a witness for signatures
Filing documents with courts
Scheduling meetings and conference calls
Managing attorney calendars
Assisting with special projects

What we offer

Excellent benefits
Friendly and beautiful work environment

Fulltime

Probate and Estate Planning Paralegal

Robert Half is working with a law firm in Fort Worth that is seeking an experien...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of paralegal experience in probate, estate planning, or trust administration preferred
Paralegal certificate or equivalent legal experience preferred
Strong knowledge of probate procedures and estate planning documents
Experience preparing court filings and legal correspondence
Excellent organizational and time management skills
Strong written and verbal communication skills
High level of professionalism, discretion, and client service
Proficiency in Microsoft Office Suite and legal case management software
Experience working in a law firm environment
Familiarity with court e-filing systems

Job Responsibility

Assist attorneys with all aspects of probate and trust administration
Prepare and draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives
Draft probate petitions, notices, inventories, accountings, and related court filings
File pleadings and other legal documents with probate courts
Maintain and organize physical and electronic case files
Communicate with clients, beneficiaries, financial institutions, and court personnel
Track deadlines and manage attorney calendars for probate and estate planning matters
Assist with asset collection, valuation, and distribution during estate administration
Support trust funding and post-execution estate planning matters
Conduct legal and factual research as needed

What we offer

Medical
Vision
Dental
Life and disability insurance
Company 401(k) plan

Fulltime

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

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Trust and Estate Paralegal

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